The Baldwin Group

The Baldwin Group

Senior Underwriter, Wealth Management - The Baldwin Group Financial Services

Jacksonville, Florida, US · Senior

Sponsorship not specifiedDetected 6 days ago
CRMCommunicationProblem SolvingAdaptabilityMicrosoft OfficeUnderwriting

About the role

  • The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
  • This role requires a strong balance of technical expertise, relationship management, and proactive communication- ensuring every client interaction reflects clarity, confidence, and care.
  • The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site.

Responsibilities

  • Serve as the primary liaison between clients, advisors, and insurance partners, guiding all parties through the underwriting journey with clarity and confidence.
  • Deliver a high-touch, "white-glove" service experience aligned with our commitment to protecting what matters most.
  • Develop customized insurance solutions and carrier strategies aligned to each client's unique needs and long-term goals.
  • Maintain accurate, complete, and compliant documentation within CRM systems (e.g., Redtail).
  • Evaluates options and risks to deliver thoughtful, customized recommendations.

Requirements

  • Ability to simplify complex concepts and communicate with confidence and professionalism.
  • This position description is intended to describe the level of work required of the person performing in the role and is not a contract.
  • other duties may be assigned as needs arise or as required to support the organization.

Nice to have

  • Strong working knowledge of underwriting processes, product structures, and carrier selection strategies.
  • Proficiency in Microsoft Office and CRM platforms.
  • Collaborative, high-performing team culture
  • Fast-paced, client-focused environment
  • Opportunities for professional growth and development
  • Occasional travel may be required

Benefits

  • Manage the full lifecycle of life insurance cases-from initial illustration through policy placement and post-issue servicing.
  • Oversee medical requirements, underwriting follow-ups, and requirement fulfillment to drive timely outcomes.

Company info

  • BWIN), takes a holistic and tailored approach to insurance and risk management.
  • The Senior Underwriting Specialist plays a vital role in bringing our mission to life by transforming complex insurance processes into a seamless, transparent, and highly personalized client experience.
  • As a trusted partner to both advisors and clients, this individual leads the life insurance and Asset & Income Protection (A&IP) process from initial strategy through policy placement and ongoing service.
  • Click here for some insight into our culture!
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This listing is sourced directly from The Baldwin Group's careers page and normalized into a canonical job model.